feat: Add account sales payment report functionality

- Implemented AccountSalesPaymentItemResult, AccountSalesPaymentItemSnapshot,
  AccountSalesPaymentPaymentApplicationResult, AccountSalesPaymentPaymentApplicationSnapshot,
  AccountSalesPaymentPaymentDetailResult, AccountSalesPaymentPaymentSnapshot,
  AccountSalesPaymentPeriodResult, AccountSalesPaymentSummaryResult classes for report data structure.
- Developed GetAccountSalesPaymentReportHandler to handle report generation logic, including
  fetching invoices and payments, merging local and SAP data, and building report results.
- Created GetAccountSalesPaymentReportQuery and GetAccountSalesPaymentReportResult
  records for request and response handling.
- Added validation for report query parameters using FluentValidation.

Author: Ngonie69

ShopInventory.Web/Common/Errors/Errors.Report.cs

@@ -6,6 +6,9 @@ public static partial class Errors
 {
     public static class Report
     {
+        public static Error LoadAccountSalesPaymentsFailed(string message) =>
+            Error.Failure("Report.LoadAccountSalesPaymentsFailed", message);
+
         public static Error LoadMerchandiserPurchaseOrdersFailed(string message) =>
             Error.Failure("Report.LoadMerchandiserPurchaseOrdersFailed", message);
 

ShopInventory.Web/Components/Layout/NavMenu.razor

@@ -584,6 +584,16 @@
                     </NavLink>
                 </Authorized>
             </AuthorizeView>
+            <AuthorizeView Roles="Admin,Cashier,StockController,DepotController,Manager" Context="accountSalesPaymentsCtx">
+                <Authorized>
+                    <NavLink class="snav-link sub-link" href="/reports/account-sales-payments" Match="NavLinkMatch.Prefix">
+                        <span class="snav-icon">
+                            <MudIcon Icon="@Icons.Material.Filled.Payments" />
+                        </span>
+                        <span class="snav-text">Account Sales & Payments</span>
+                    </NavLink>
+                </Authorized>
+            </AuthorizeView>
 
             <AuthorizeView Roles="Admin,Manager,Merchandiser" Context="timesheetsAdminCtx">
                 <Authorized>
@@ -681,7 +691,7 @@
                     </AuthorizeView>
                 </Authorized>
             </AuthorizeView>
-            <AuthorizeView Roles="Admin,Manager,Merchandiser,PodOperator,Driver" Context="crateCtx">
+            <AuthorizeView Roles="Admin,Manager,Merchandiser,PodOperator,Driver,SalesRep" Context="crateCtx">
                 <Authorized>
                     <div class="nav-section-label">Crates</div>
                     <NavLink class="snav-link sub-link" href="/crates/pods" Match="NavLinkMatch.All">

ShopInventory.Web/Components/Pages/AccountSalesPaymentReport.razor

@@ -0,0 +1,253 @@
+using MediatR;
+using Microsoft.AspNetCore.Components;
+using Microsoft.JSInterop;
+using ShopInventory.Web.Data;
+using ShopInventory.Web.Features.Reports.Queries.GetAccountSalesPaymentReport;
+using ShopInventory.Web.Services;
+
+namespace ShopInventory.Web.Components.Pages;
+
+public partial class AccountSalesPaymentReport : IDisposable
+{
+    private const string DefaultAccountCodesText = "CIS006, COR006, COR007, MAC006, MAC009, COR008, COR011, VAN008-019";
+
+    [Inject] private IMediator Mediator { get; set; } = default!;
+    [Inject] private IAuditService AuditService { get; set; } = default!;
+    [Inject] private IJSRuntime JS { get; set; } = default!;
+    [Inject] private IReportExportService ExportService { get; set; } = default!;
+    [Inject] private ILogger<AccountSalesPaymentReport> Logger { get; set; } = default!;
+
+    private GetAccountSalesPaymentReportResult reportResult = new();
+    private CancellationTokenSource loadCts = new();
+    private bool isDisposed;
+    private bool hasLoggedView;
+    private bool hasRequestedReport;
+    private bool isExporting;
+    private bool isLoading;
+    private string? errorMessage;
+    private DateTime? fromDate = DateTime.UtcNow.Date.AddDays(-30);
+    private DateTime? toDate = DateTime.UtcNow.Date;
+    private AccountSalesPaymentGrouping selectedGrouping = AccountSalesPaymentGrouping.Daily;
+    private string accountCodesText = DefaultAccountCodesText;
+
+    private List<AccountSalesPaymentPeriodResult> VisiblePeriods => reportResult.Periods
+        .Where(period => period.InvoiceCount > 0 || period.PaymentCount > 0 || period.TotalQuantitySold > 0)
+        .OrderByDescending(period => period.PeriodStartUtc)
+        .ToList();
+
+    private IEnumerable<string> DisplayedRequestedAccounts => reportResult.RequestedAccountCodes.Any()
+        ? reportResult.RequestedAccountCodes
+        : SplitAccountCodes(accountCodesText);
+
+    private string SelectedGroupingLabel => selectedGrouping switch
+    {
+        AccountSalesPaymentGrouping.Daily => "Daily",
+        AccountSalesPaymentGrouping.Weekly => "Weekly",
+        AccountSalesPaymentGrouping.Monthly => "Monthly",
+        _ => "Daily"
+    };
+
+    private string GroupingPeriodNoun => selectedGrouping switch
+    {
+        AccountSalesPaymentGrouping.Daily => "days",
+        AccountSalesPaymentGrouping.Weekly => "weeks",
+        AccountSalesPaymentGrouping.Monthly => "months",
+        _ => "days"
+    };
+
+    private string GroupingPeriodSingular => selectedGrouping switch
+    {
+        AccountSalesPaymentGrouping.Daily => "day",
+        AccountSalesPaymentGrouping.Weekly => "week",
+        AccountSalesPaymentGrouping.Monthly => "month",
+        _ => "day"
+    };
+
+    private string PrimaryActionLabel => hasRequestedReport ? "Refresh report" : "Load report";
+
+    private bool CanExportReport => hasRequestedReport && reportResult.GeneratedAtUtc != default;
+
+    private async Task LoadReportAsync()
+    {
+        var cancellationToken = BeginLoad();
+        hasRequestedReport = true;
+        isLoading = true;
+        errorMessage = null;
+
+        try
+        {
+            var result = await Mediator.Send(
+                new GetAccountSalesPaymentReportQuery(
+                    fromDate,
+                    toDate,
+                    selectedGrouping,
+                    accountCodesText),
+                cancellationToken);
+
+            if (cancellationToken.IsCancellationRequested || isDisposed)
+            {
+                return;
+            }
+
+            result.SwitchFirst(
+                value => reportResult = value,
+                error =>
+                {
+                    reportResult = new GetAccountSalesPaymentReportResult();
+                    errorMessage = error.Description;
+                });
+
+            if (!result.IsError && !hasLoggedView)
+            {
+                hasLoggedView = true;
+                await AuditService.LogAsync(AuditActions.ViewReports, "Report", nameof(AccountSalesPaymentReport));
+            }
+        }
+        catch (OperationCanceledException) when (cancellationToken.IsCancellationRequested)
+        {
+        }
+        catch (Exception ex)
+        {
+            Logger.LogError(ex, "Failed to load account sales and incoming payment report page");
+            reportResult = new GetAccountSalesPaymentReportResult();
+            errorMessage = "Failed to load the account sales and incoming payment report.";
+        }
+        finally
+        {
+            if (!isDisposed)
+            {
+                isLoading = false;
+                await InvokeAsync(StateHasChanged);
+            }
+        }
+    }
+
+    private async Task ApplyFiltersAsync() => await LoadReportAsync();
+
+    private async Task ResetFiltersAsync()
+    {
+        fromDate = DateTime.UtcNow.Date.AddDays(-30);
+        toDate = DateTime.UtcNow.Date;
+        selectedGrouping = AccountSalesPaymentGrouping.Daily;
+        accountCodesText = DefaultAccountCodesText;
+        await LoadReportAsync();
+    }
+
+    private async Task SetGroupingAsync(AccountSalesPaymentGrouping grouping)
+    {
+        if (selectedGrouping == grouping)
+        {
+            return;
+        }
+
+        selectedGrouping = grouping;
+        await LoadReportAsync();
+    }
+
+    private async Task ExportToExcelAsync()
+    {
+        if (!CanExportReport)
+        {
+            return;
+        }
+
+        isExporting = true;
+        errorMessage = null;
+
+        try
+        {
+            var bytes = ExportService.ExportAccountSalesPaymentReportToExcel(reportResult);
+            var base64 = Convert.ToBase64String(bytes);
+            await JS.InvokeVoidAsync(
+                "downloadFile",
+                $"Account_Sales_And_Payments_{IAuditService.ToCAT(DateTime.UtcNow):yyyyMMdd_HHmm}.xlsx",
+                base64);
+        }
+        catch (Exception ex)
+        {
+            Logger.LogError(ex, "Failed to export account sales and incoming payment report to Excel");
+            errorMessage = "Failed to export the account sales and incoming payment report to Excel.";
+        }
+        finally
+        {
+            isExporting = false;
+        }
+    }
+
+    private string GetGroupingButtonClass(AccountSalesPaymentGrouping grouping) =>
+        selectedGrouping == grouping
+            ? "aspr-grouping-button aspr-grouping-button--active"
+            : "aspr-grouping-button";
+
+    private string FormatGeneratedAt() =>
+        reportResult.GeneratedAtUtc == default
+            ? string.Empty
+            : IAuditService.ToCAT(reportResult.GeneratedAtUtc).ToString("dd MMM yyyy HH:mm 'CAT'");
+
+    private static string FormatAmounts(decimal usd, decimal zig)
+    {
+        var parts = new List<string>();
+        if (usd != 0 || zig == 0)
+        {
+            parts.Add($"USD {usd:N2}");
+        }
+
+        if (zig != 0 || usd == 0)
+        {
+            parts.Add($"ZiG {zig:N2}");
+        }
+
+        return string.Join(" • ", parts);
+    }
+
+    private static string FormatRates(decimal usdRate, decimal zigRate)
+    {
+        var parts = new List<string>();
+        if (usdRate != 0 || zigRate == 0)
+        {
+            parts.Add($"USD {usdRate:N2}%");
+        }
+
+        if (zigRate != 0 || usdRate == 0)
+        {
+            parts.Add($"ZiG {zigRate:N2}%");
+        }
+
+        return string.Join(" • ", parts);
+    }
+
+    private static IEnumerable<AccountSalesPaymentAccountResult> GetOrderedAccounts(
+        IEnumerable<AccountSalesPaymentAccountResult> accounts,
+        bool includeZeroActivity = false)
+    {
+        var filteredAccounts = includeZeroActivity
+            ? accounts
+            : accounts.Where(account => account.InvoiceCount > 0 || account.PaymentCount > 0 || account.TotalQuantitySold > 0);
+
+        return filteredAccounts
+            .OrderByDescending(account => account.TotalSalesUsd + account.TotalSalesZig + account.IncomingPaymentsUsd + account.IncomingPaymentsZig)
+            .ThenBy(account => account.CardCode, StringComparer.OrdinalIgnoreCase);
+    }
+
+    private static List<string> SplitAccountCodes(string value) =>
+        value
+            .Split(new[] { ',', ';', '\r', '\n' }, StringSplitOptions.RemoveEmptyEntries | StringSplitOptions.TrimEntries)
+            .Where(accountCode => !string.IsNullOrWhiteSpace(accountCode))
+            .Distinct(StringComparer.OrdinalIgnoreCase)
+            .ToList();
+
+    private CancellationToken BeginLoad()
+    {
+        loadCts.Cancel();
+        loadCts.Dispose();
+        loadCts = new CancellationTokenSource();
+        return loadCts.Token;
+    }
+
+    public void Dispose()
+    {
+        isDisposed = true;
+        loadCts.Cancel();
+        loadCts.Dispose();
+    }
+}